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Operating as an autonomous team within the First Sentier Investors Group, we are bottom-up investors, using fundamental research and analysis to construct high-conviction portfolios.
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As responsible, long-term shareholders, we have integrated ESG analysis into our investment process and engage extensively on environmental, labour and governance issues.
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When China reopened at the end of 2022, domestic stocks had a V-shaped rebound, analysts raised their earnings forecasts, and companies prepared for a steep recovery in the economy. But the market’s optimism soon faded and turned into disappointment.
Latest fund price and performance, documents and factsheets for our range of actively managed funds
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